The breakout Wall Street already buried
Hello {$esp_first_name|default:Trader}, Tim Colby built a scanner that does one weird thing: it ranks every breakout by age. Oldest on top, newest on the bottom. Line them up and you can watch the money roll from one sector to the next, like a wave rolling across a stadium. This week the wave did two things […]
The buildout vs the stock that already ran
Hey, Charlie here. Licia Leslie is back with her weekly One to Love, One to Leave, and this week both picks are riding the same wave from opposite ends. The AI trade has split into two camps. There are the companies actually building the thing, the power, the land, the racks of chips that every […]
The desk is split on every name today
Good morning, {$esp_first_name|default:Trader}. State of the Market drops today and the desk is loaded. The news links cover Moderna ripping on a hantavirus headline, the S&P making record highs while half the index breaks down, and China slamming the brakes on Saudi crude imports. That is the backdrop. Below are loves and hates from each […]
Love it or hate it (the tickers, that is)
Dear Trader, This morning on the State of the Market at 10 AM ET, Mark and XXX unveil the names the Option Pit crew love and the names they want nothing to do with this week. Tap this link to jump to the State of the Market live room. This link adds State of the […]
What If a Peace Deal Is the Top?
Good morning everybody. Good afternoon to my friends on the East Coast. Alphabet (GOOGL) and Tesla (TSLA) both beat on revenue Wednesday night. Both stocks got taken apart anyway. Alphabet finished Thursday down almost seven percent, Tesla down 14. Revenue was never the problem. Both companies posted negative free cash flow. Free cash flow is […]
The Cheapest Entertainment on Earth Still Has Room to Run
Dear Income traders, Netflix may be one of the cheapest forms of entertainment on the planet. That matters. In a world where households are rethinking spending, very few people look at Netflix and say, that’s the expense I need to cut. It is low-cost, habit-forming, and used constantly. That is a powerful combination. And Netflix […]
Is this rally missing one key ingredient?
Hey Traders, Yesterday was a booming day for markets. They shot out of the gate higher, getting near a three percent gain at the peak. The Nasdaq 100 (QQQ) shot up well past three percent at its high. Neither index closed at the highs, but both closed strong. The S&P 500 (SPX) is back to […]
One Chart Screaming Buy, One Screaming Sell
Hey, Charles here. Licia Leslie is back with her weekly One to Love, One to Leave. And this week's picks sit on opposite sides of the same question: what happens when hype meets reality? On the call side, she found a stock that does something no other American company can do at scale. The kind […]
A Stock Going Up While Everything Else Drops
Hey, Charles here. Andrew Giovinazzi ran his scanner through this mess of a market and came back with two names going in opposite directions. One is a delivery company quietly climbing while everything else bleeds. The other is a former tech darling sliding toward 52-week lows with no floor in sight. Same turbulent tape, two […]
She called the last two sell offs before anyone else
“That guy has called 20 of the last three sell offs.” That’s an old saying from the floor. We used it to describe the permabears. You know the type: they tell you stocks are going to get cut in half, the US is going to collapse, and the only solution is buy gold. Or maybe […]